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Fortis Group Advisors’s Annaly Capital Management NLY Stock Holding History

Fortis Group Advisors’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34
Closed -$687 – 592
2025
Q3 		$687 Hold
34
– – ﹤0.01% 487
2025
Q2 		$640 Hold
34
– – ﹤0.01% 478
2025
Q1 		$691 Hold
34
– – ﹤0.01% 447
2024
Q4 		$622 Hold
34
– – ﹤0.01% 465
2024
Q3 		$682 Hold
34
– – ﹤0.01% 456
2024
Q2 		$648 Hold
34
– – ﹤0.01% 460
2024
Q1 		$669 Sell
34
-34
-50% -$656 ﹤0.01% 471
2023
Q4 		$1.32K Buy
68
+34
+100% +$607 ﹤0.01% 410
2023
Q3 		$640 Buy
+34
New +$676 ﹤0.01% 404
2020
Q3 		$262K Buy
+9,209
New +$267K 0.05% 160

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fortis Group Advisors's NLY Position: Q4 2025 in Review

Fortis Group Advisors sold out of Annaly Capital Management (NLY) in Q4 2025, closing a stake of 34 shares — an estimated $687 sold.

Fortis Group Advisors first reported a position in NLY in Q3 2020 and held it in 10 quarters. The position peaked at $262K in Q3 2020. 764 funds tracked by Wall St. Rank hold NLY as of Q4 2025.

  • Fortis Group Advisors reported no remaining Annaly Capital Management position as of Q4 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 34 Annaly Capital Management shares in Q4 2025, an estimated $687.
  • Fortis Group Advisors first reported a position in Annaly Capital Management in Q3 2020 and held it in 10 quarters.
  • Fortis Group Advisors's Annaly Capital Management position peaked at $262K in Q3 2020.
  • 764 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2025.

Based on Fortis Group Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.